DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from T. Rowe Price Associates, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Joel Richard Helzer	T. Rowe Price Associates, Inc. asset manager	Robertson Stephens independent RIA	Other	Sep 8, 2026	Sep 4, 2026
Mitchell Todd Lepage	T. Rowe Price Associates, Inc. asset manager	Creative Planning independent RIA	Other	Aug 27, 2026	Sep 3, 2026
Ryan Joseph Lancaster	T. Rowe Price Associates, Inc. asset manager	Capital Client Group, Inc. no RAUM	Other	Aug 7, 2026	Aug 27, 2026
Lori Ann Silverthorne	T. Rowe Price Associates, Inc. asset manager	Charles Schwab & Co., Inc. national BD	Other	Jul 14, 2026	Jul 25, 2026
J Tyler Sidney Keith	T. Rowe Price Associates, Inc. asset manager	U.S. Bancorp Advisors, LLC BD affiliated	Other	Jun 26, 2026	Jun 25, 2026
Tyler Haines	T. Rowe Price Associates, Inc. asset manager	Victory Capital Management Inc. asset manager	Other	Jun 18, 2026	Jun 22, 2026
Anthony Daniel Polichemi	T. Rowe Price Associates, Inc. asset manager	Bny Mellon Securities Corporation other	Other	Jun 12, 2026	Jun 23, 2026
Christian D Holstein	T. Rowe Price Associates, Inc. asset manager	John Hancock Investment Management LLC asset manager	Other	Jun 12, 2026	Jun 17, 2026
Stephanie Pack	T. Rowe Price Associates, Inc. asset manager	Touchstone Advisors Inc asset manager	Other	May 21, 2026	Jun 12, 2026
Scott Dutcher	T. Rowe Price Associates, Inc. asset manager	Mfs Institutional Advisors Inc. other	Other	Mar 26, 2026	Apr 23, 2026
Dominic Patrick O'Donovan	T. Rowe Price Associates, Inc. asset manager	Merit Financial Advisors independent RIA	Other	Mar 24, 2026	Mar 23, 2026
Peter Currie	T. Rowe Price Associates, Inc. asset manager	LPL Financial LLC BD affiliated	Other	Mar 3, 2026	Jun 17, 2026 (106 d)
Thomas Trail Neubauer	T. Rowe Price Associates, Inc. asset manager	Hb Wealth independent RIA	Other	Jan 13, 2026	Jan 13, 2026
Eric A Seale	T. Rowe Price Associates, Inc. asset manager	T. Rowe Price Advisory Services, Inc. BD affiliated	Other	Oct 29, 2025	Aug 10, 2026 (285 d)
Steven Seid	T. Rowe Price Associates, Inc. asset manager	Thornburg Investment Management Inc asset manager	Other	Oct 29, 2025	Feb 4, 2026 (98 d)
Danielle Marie Kalkman	T. Rowe Price Associates, Inc. asset manager	Parnassus Investments, LLC asset manager	Other	Sep 3, 2025	Oct 3, 2025
Jessica Palou	T. Rowe Price Associates, Inc. asset manager	Ameriprise Financial Services, LLC national BD	Other	Aug 8, 2025	Jun 8, 2026 (304 d)
Terrell Parker	T. Rowe Price Associates, Inc. asset manager	Morgan Stanley wirehouse	Other	Aug 8, 2025	Dec 19, 2025 (133 d)
Kyle Schaffer	T. Rowe Price Associates, Inc. asset manager	Strategic Advisers LLC national BD	Other	Aug 5, 2025	Aug 15, 2025
Hunter K Stokes	T. Rowe Price Associates, Inc. asset manager	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jul 1, 2025	Jul 14, 2025
Brian Francisco Medina	T. Rowe Price Associates, Inc. asset manager	Hartford Funds asset manager	Other	Jun 25, 2025	Jul 3, 2025
Paul Francis Cooney	T. Rowe Price Associates, Inc. asset manager	Mfs Institutional Advisors Inc. other	Other	Jun 2, 2025	Jul 21, 2025 (49 d)
Christopher Allen Przicina	T. Rowe Price Associates, Inc. asset manager	Key Investment Services LLC BD affiliated	Other	Jun 2, 2025	Mar 31, 2026 (302 d)
Kevin Yosaku Endo	T. Rowe Price Associates, Inc. asset manager	Thornburg Investment Management Inc asset manager	Other	Apr 29, 2025	Dec 10, 2025 (225 d)
Martin Brian Meaney	T. Rowe Price Associates, Inc. asset manager	Capital Client Group, Inc. no RAUM	Other	Apr 29, 2025	May 27, 2025
Ricardo Lopez	T. Rowe Price Associates, Inc. asset manager	Baird Strategas LLC no RAUM	Other	Apr 14, 2025	Apr 11, 2025
Christopher David Ferrara	T. Rowe Price Associates, Inc. asset manager	LPL Enterprise, LLC BD affiliated	Other	Mar 14, 2025	Jan 23, 2026 (315 d)
Cameron Howard Carty	T. Rowe Price Associates, Inc. asset manager	Creative Planning independent RIA	Other	Mar 14, 2025	Jan 14, 2026 (306 d)
Tejasvini Kulkarni Rao	T. Rowe Price Associates, Inc. asset manager	Ameriprise Financial Services, LLC national BD	Other	Mar 14, 2025	Jul 16, 2026 (489 d)
Halle Rawlings Regan	T. Rowe Price Associates, Inc. asset manager	Alliancebernstein L.P. asset manager	Other	Mar 4, 2025	Mar 20, 2025
Jason Scott Abosch	T. Rowe Price Associates, Inc. asset manager	Capital Client Group, Inc. no RAUM	Other	Feb 25, 2025	Jan 16, 2026 (325 d)
Lance N Hill	T. Rowe Price Associates, Inc. asset manager	John Hancock Investment Management LLC asset manager	Other	Feb 25, 2025	Mar 28, 2025 (31 d)
Wayne Conway Ewan	T. Rowe Price Associates, Inc. asset manager	Capital Client Group, Inc. no RAUM	Other	Jan 23, 2025	Jan 27, 2025
Michael Ryan Trujillo	T. Rowe Price Associates, Inc. asset manager	Capital Client Group, Inc. no RAUM	Other	Jan 23, 2025	Jan 27, 2025
Colby Hosmer	T. Rowe Price Associates, Inc. asset manager	New York Life Investment Management LLC asset manager	Other	Nov 8, 2024	Mar 27, 2026 (504 d)
Brandon Ross Cuellar	T. Rowe Price Associates, Inc. asset manager	Capital Client Group, Inc. no RAUM	Other	Oct 14, 2024	Oct 23, 2024
Philip Soto	T. Rowe Price Associates, Inc. asset manager	Halo Investment Services, LLC other	Other	Sep 12, 2024	Jan 15, 2026 (490 d)
James Henry Franklin Williamson	T. Rowe Price Associates, Inc. asset manager	The Marshall Financial Group LLC independent RIA	Other	Jun 12, 2024	Jul 2, 2024
Erin Claire Sheehan	T. Rowe Price Associates, Inc. asset manager	Capital Client Group, Inc. no RAUM	Other	Apr 17, 2024	May 9, 2024
Daniel Akil Williams	T. Rowe Price Associates, Inc. asset manager	Capital Client Group, Inc. no RAUM	Other	Feb 20, 2024	Sep 15, 2026 (938 d)
John Campbell Edison Jamieson	T. Rowe Price Associates, Inc. asset manager	Fidelity Personal And Workplace Advisors BD affiliated	Other	Feb 20, 2024	Jul 19, 2024 (150 d)
Olufemi Osei Millar	T. Rowe Price Associates, Inc. asset manager	Wells Fargo Advisors wirehouse	Other	Jan 17, 2024	Sep 3, 2025 (595 d)
Richard Alan Fernandez	T. Rowe Price Associates, Inc. asset manager	T. Rowe Price Advisory Services, Inc. independent RIA	Other	Oct 4, 2023	Oct 5, 2023
Michael Oroszi	T. Rowe Price Associates, Inc. asset manager	Fidelity Personal And Workplace Advisors BD affiliated	Other	Aug 8, 2023	Aug 29, 2024 (387 d)
Bryan Thomas	T. Rowe Price Associates, Inc. asset manager	LPL Financial LLC BD affiliated	Other	Aug 8, 2023	Sep 10, 2025 (764 d)
Armand Leonardo Leaks	T. Rowe Price Associates, Inc. asset manager	Capital Client Group, Inc. no RAUM	Other	Jun 14, 2023	Aug 29, 2024 (442 d)
Steven Cook	T. Rowe Price Associates, Inc. asset manager	T. Rowe Price Advisory Services, Inc. independent RIA	Other	Apr 14, 2023	Apr 14, 2023
Daniel Escorcia	T. Rowe Price Associates, Inc. asset manager	Fidelity Personal And Workplace Advisors BD affiliated	Other	Feb 28, 2023	Apr 11, 2023 (42 d)
Joshua R Kantor	T. Rowe Price Associates, Inc. asset manager	Edward Jones national BD	Other	Feb 7, 2023	Feb 7, 2023
Brianna Rose Beski	T. Rowe Price Associates, Inc. asset manager	Raymond James & Associates, Inc. national BD	Other	Feb 7, 2023	Feb 3, 2023
Seth Andrew Bennett	T. Rowe Price Associates, Inc. asset manager	Advice And Planning Services BD affiliated	Other	Jan 10, 2023	Feb 7, 2023
Evan Novak Couture	T. Rowe Price Associates, Inc. asset manager	Allspring Funds Management, LLC asset manager	Other	Jan 10, 2023	Jan 19, 2023
Cheryl Lynn Armitage	T. Rowe Price Associates, Inc. asset manager	Osaic Fa, Inc. BD affiliated	Other	Nov 28, 2022	Jan 18, 2023 (51 d)
Elizabeth Michelle Walker-Sadler	T. Rowe Price Associates, Inc. asset manager	Ameritas Advisory Services, LLC BD affiliated	Other	Oct 11, 2022	Dec 9, 2022 (59 d)
Kaitlyn Galgano	T. Rowe Price Associates, Inc. asset manager	Smallwood Wealth Management independent RIA	Other	Sep 16, 2022	Oct 2, 2024 (747 d)
Mario Antonio Duran	T. Rowe Price Associates, Inc. asset manager	T. Rowe Price Advisory Services, Inc. independent RIA	Other	Aug 1, 2022	Aug 1, 2022
Bryan Scott Mccain	T. Rowe Price Associates, Inc. asset manager	T. Rowe Price Advisory Services, Inc. BD affiliated	Other	Jun 16, 2022	Jun 13, 2024 (728 d)
Jacob R. Ziegler	T. Rowe Price Associates, Inc. asset manager	Fidelity Personal And Workplace Advisors BD affiliated	Other	Jun 7, 2022	Aug 24, 2022 (78 d)
Alena Valeriyevna Baranova	T. Rowe Price Associates, Inc. asset manager	UBS Financial Services Inc. wirehouse	Other	Apr 14, 2022	Jul 20, 2023 (462 d)
Caitlin Fallon	T. Rowe Price Associates, Inc. asset manager	Fidelity Personal And Workplace Advisors BD affiliated	Other	Mar 31, 2022	Apr 26, 2022

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77 moves match.